Who Owns Schwab Fundamental US Small Company Index ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Schwab Fundamental US Small Company Index ETF.
Who crossed 5% of FNDA →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| COLLECTIVE FAMILY OFFICE LLCFUNDAMENTAL US S382.8K shtrimmed | $13.4M |
| Kaizen Financial StrategiesFUNDAMENTAL US S95.5K shadded | $3.3M |
| Breakwater Capital GroupFUNDAMENTAL US S93.7K shadded | $3.3M |
| Farther Finance Advisors, LLCETF84.9K shadded | $3M |
| Dickmeyer Boyce Financial Management, Inc.FUNDAMENTAL US S60.4K shadded | $2.1M |
| Cambridge Financial Group, LLCFUNDAMENTAL US S17.6K shheld | $670.7K |
| CoreCap Advisors, LLCETF15.1K shadded | $526.8K |
| Wedmont Private CapitalFUNDAMENTAL US S13K shadded | $461.9K |
| Plan A Wealth LLCFUNDAMENTAL US S12.8K shadded | $447.1K |
| Apella Capital, LLCFUNDAMENTAL US S8.8K sh— | $311.3K |
| Sprinkle Financial Consultants LLCFUNDAMENTAL US S7.4K shadded | $258.5K |
| Williams & Novak Wealth Management, LLCFUNDAMENTAL US S7K shheld | $245K |
| Everhart Financial Group, Inc.FUNDAMENTAL US S6.1K shheld | $212.1K |
| GAMMA Investing LLCETF1.4K shheld | $48.1K |
| Trust CoETF98 shheld | $3.4K |
| ELEVATION WEALTH PARTNERS, LLCFUNDAMENTAL US S97 shadded | $3.4K |
| ARMSTRONG ADVISORY GROUP, INCFUNDAMENTAL US S78 shheld | $2.7K |
| Byrne Asset Management LLCCOM30 shheld | $1.1K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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